Birchbrook’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Hold
9,847
0.57% 36
2025
Q1
$1.17M Buy
9,847
+59
+0.6% +$7.02K 0.66% 34
2024
Q4
$1.05M Sell
9,788
-125
-1% -$13.4K 0.6% 37
2024
Q3
$1.16M Sell
9,913
-386
-4% -$45.2K 0.64% 35
2024
Q2
$1.19M Sell
10,299
-50
-0.5% -$5.76K 0.71% 29
2024
Q1
$1.2M Sell
10,349
-150
-1% -$17.4K 0.72% 29
2023
Q4
$1.05M Buy
+10,499
New +$1.05M 0.69% 31